About this role
About the Role
As you help create a welcoming and professional experience for clients, you’ll provide essential administrative and clerical support that keeps the office organized and running smoothly. You’ll greet clients, coordinate appointments, maintain client information, process payments, and support the team with day-to-day office activities.
Day to day you’ll…
- Greet clients and answer phones in a personalized, friendly, and inviting manner.
- Check clients in for appointments and assist with scheduling.
- Receive client drop-offs and information submitted in the office or through the mail.
- Complete data entry related to tax, bookkeeping, payroll, client files, and office reporting.
- Provide general clerical and administrative support, including filing, correspondence, faxing, and preparation and distribution of documents.
- Assist with processing completed work and preparing materials for clients.
- Accept client payments and assist with processing and reporting daily revenue.
- Maintain a clean, organized, and professional office environment in partnership with team members.
- Ensure appropriate network platforms are being used to maintain client accounts and office programs.
- Handle administrative information and client materials with appropriate confidentiality.
- Perform other office duties as assigned.
Required Qualifications
- High school diploma or equivalent
- Customer Service
- Experience with multiple web-based applications
- Computer knowledge specifically with Microsoft Suites
- Phone skills
Preferred Qualifications
• Associate's degree in a related field or the equivalent through a combination of education and related work experience• 1-2 Years Experience• Technology driven• Basic knowledge of Microsoft Suites including Teams• Self-Motivated
Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.